Compass Financial Management
EQT icon

Compass Financial Management’s EQT Corp EQT Stock Holding History

Compass Financial Management’s Portfolio EQT Stock Details EQT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$221K Buy
4,550
+13
+0.3% +$681 0.02% 428
2026
Q2 		$239K Buy
+4,537
New +$255K 0.03% 391

Other funds holding EQT

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Compass Financial Management's EQT Position: Q3 2026 in Review

Compass Financial Management increased its EQT Corp (EQT) stake by 0.29% in Q3 2026, buying an estimated $681 and bringing the position to 4,550 shares worth $221K. The position accounts for 0.02% of the portfolio, ranked #428.

Compass Financial Management first reported a position in EQT in Q2 2026 and has held it in 2 quarters since. The position peaked at $239K in Q2 2026. 866 funds tracked by Wall St. Rank hold EQT as of Q3 2026.

  • Compass Financial Management held 4,550 shares of EQT Corp worth $221K as of Q3 2026.
  • Compass Financial Management bought 13 EQT Corp shares in Q3 2026, an estimated $681.
  • EQT Corp made up 0.02% of Compass Financial Management's portfolio in Q3 2026, its #428 holding.
  • Compass Financial Management first reported a position in EQT Corp in Q2 2026 and has held it in 2 quarters since.
  • Compass Financial Management's EQT Corp position peaked at $239K in Q2 2026.
  • 866 funds tracked by Wall St. Rank held EQT Corp as of Q3 2026.

Based on Compass Financial Management's 13F filing for Q3 2026, filed 30 Oct 2026.